NEA Retirement Program

Designed for Members
Member Education – Free financial workshops for members; learn key financial concepts to help you prepare for retirement and gain confidence in your overall financial plan.

 

  • What you need to know about your state pension

  • The advantages of saving through a 403(b) or 457 plan

  • Understand Individual Retirement Accounts (IRAs)

 

Contact your local NEA rep to find out when workshops are scheduled for your school districts, or to request a workshop for your local association.

 

Life-stage Solution – One-size doesn’t fit all when it comes to saving for your retirement. The NEA Retirement Program provides a set of savings or investment solutions optimally designed to meet your needs throughout your lifetime.

 

  • Early and Mid-career: Focus on growth and accumulation

  • Mid and Late career: Consider protecting your assets from market risk

  • Late career and In retirement: Look at strategies that can generate reliable income throughout retirement

 

Learn more about how you should be planning for your retirement in your current life-stage.

 

Local Financial Advice – NEA Retirement Specialists are local advisors who live and work within your community and specialize in helping members understand their pension options, and can help you develop a plan to save and invest for retirement.

 

NEA Retirement Specialists provide members:

 

  • Financial information and advice

  • Workshops and seminars on retirement

  • Specialized retirement reports that show possible “income gaps" throughout retirement

  • A choice of investment strategies to help you accumulate, protect, or create income during retirement

  • Annual reviews to track your retirement progress

 

Trusted Program Provider

 

More than 125 years ago, 11 men with $11 formed, what is today, Security Benefit to provide life insurance coverage for everyday working people. It was a novel idea in 1892, when life insurance was almost exclusively for the affluent. Life insurance for the working man was followed by several other groundbreaking ideas, including life insurance for women and being one of the first insurance companies to exclusively pursue the retirement market. While other companies are often divided trying to provide health, home, auto, etc. insurance along with retirement insurance, we focus solely on helping Americans retire.

 

We value the dedication and energy our teachers invest in our nation’s children. Security Benefit works to recognize these efforts through our devotion to helping educators realize a comfortable retirement, and also through monetary support through The Security Benefit Charitable Trust of initiatives that support education professionals.

 

  • National Teachers Hall of Fame

  • Kansas Teacher of the Year

  • One Goal: College Graduation. Period.

  • Strength in Education Scholarship

 

Visit securitybenefit.com to learn more!

 

NEA Member Benefits

 

Visit www.neamb.com to learn more about other benefit available to you as an NEA member.

 

This information is provided by Security Distributors in connection with the NEA Retirement Program for retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors and certain of its affiliates (collectively, “Security Benefit”) make products available under the NEA Retirement Program, directly or through authorized broker/dealers, pursuant to an agreement with NEA’s wholly owned subsidiary, NEA Member Benefits Corporation (“MBC”), NEA and MBC are not affiliated with Security Benefit. Neither NEA nor MBC is a registered broker/dealer. All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MBC.

NEA Retirement Specialists, when making recommendations to an NEA member, offer only Security Benefit products.

NEA, NEA Member Benefits and the NEA Member Benefits logo are registered service marks of NEA’s Member Benefits Corporation.

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